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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
NRS
1951
Neville Rodie & Shaw
New York
| $1.55B | +$169M | +12% | 22.4% | 125% | 254 | 7.48% | 33.8 |
|
| 1952 |
CP
1952
Cumberland Partners
Toronto,
Ontario, Canada
| $1.54B | +$227M | +17% | 15.1% | 101% | 173 | 20.81% | 10.9 |
|
| 1953 |
BOF
1953
Bank of Finland
Helsinki,
Finland
| $1.54B | +$177M | +13% | 12.5% | 66.7% | 4 | 0% | 16.3 |
|
| 1954 |
LCM
1954
Landscape Capital Management
Englewood,
New Jersey
| $1.54B | -$34.8M | -2% | 17.5% | 92.5% | 970 | 63.09% | 1.8 |
|
| 1955 |
SMC
1955
Smith, Moore & Co
Clayton,
Missouri
| $1.54B | +$165M | +12% | 12.6% | 67% | 608 | 11.84% | 17.5 |
|
| 1956 |
AWC
1956
Abundance Wealth Counselors
State College,
Pennsylvania
| $1.54B | +$843M | +121% | 22.8% | 94.7% | 338 | 33.43% | 4.9 |
|
| 1957 |
FP
1957
Flagship Pioneering
Cambridge,
Massachusetts
| $1.54B | +$378M | +33% | 33.2% | 13.3% | 5 | 0% | 22.6 |
|
| 1958 |
SPC
1958
Stony Point Capital
New York
| $1.54B | +$296M | +24% | 45.5% | 208% | 35 | 22.86% | 7.2 |
|
| 1959 |
KCM
1959
Kanawha Capital Management
Richmond,
Virginia
| $1.54B | +$117M | +8% | 11.1% | 62.5% | 232 | 6.47% | 31.5 |
|
| 1960 |
HCM
1960
Hollencrest Capital Management
Newport Beach,
California
| $1.54B | -$1.17B | -43% | 14.5% | 85.6% | 1,399 | 24.8% | 12.7 |
|
| 1961 |
US
1961
UNICOM Systems
Las Vegas,
Nevada
| $1.53B | +$557M | +57% | 77.8% | – | 39 | 17.95% | 2.9 |
|
| 1962 |
CCM
1962
Callodine Capital Management
Boston,
Massachusetts
| $1.53B | +$102M | +7% | 11.3% | 53.8% | 70 | 30% | 5.9 |
|
| 1963 |
APCM
1963
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.53B | +$103M | +7% | 10.7% | 42.8% | 44 | 18.18% | 17 |
|
| 1964 |
MDSL
1964
M.D. Sass LLC
New York
| $1.53B | +$211M | +16% | 26.8% | 80.1% | 46 | 36.96% | 6.8 |
|
| 1965 |
BWP
1965
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.53B | +$153M | +11% | 15.2% | 94.5% | 244 | 13.11% | 25.3 |
|
| 1966 |
KCMH
1966
Kontiki Capital Management (HK)
Hong Kong
| $1.52B | +$98.8M | +7% | 0.74% | 90.6% | 7 | 0% | 11 |
|
| 1967 |
MP
1967
Mangrove Partners
Greenwich,
Connecticut
| $1.52B | +$287M | +23% | 8.88% | 185% | 626 | 63.74% | 1.2 |
|
| 1968 |
ACM
1968
Atika Capital Management
New York
| $1.52B | +$725M | +91% | 67.3% | 811% | 104 | 64.42% | 2.4 |
|
| 1969 |
ACM
1969
Adelante Capital Management
Alameda,
California
| $1.52B | +$58.5M | +4% | 11.6% | 43.2% | 47 | 21.28% | 18.9 |
|
| 1970 |
MIM
1970
Marco Investment Management
Atlanta,
Georgia
| $1.52B | +$195M | +15% | 26.3% | 127% | 250 | 9.2% | 28.8 |
|
| 1971 |
RW
1971
RVW Wealth
Los Angeles,
California
| $1.52B | +$235M | +18% | 15.3% | 65.8% | 187 | 8.02% | 14.1 |
|
| 1972 |
AU
1972
Algebris (UK)
London,
United Kingdom
| $1.52B | +$136M | +10% | 6.52% | 24.5% | 93 | 46.24% | 2.4 |
|
| 1973 |
WFA
1973
Wellspring Financial Advisors
Cleveland,
Ohio
| $1.52B | +$185M | +14% | 17% | 77.2% | 315 | 20.32% | 7.7 |
|
| 1974 |
SC
1974
Styrax Capital
New York
| $1.52B | +$84.9M | +6% | 33.4% | 310% | 23 | 47.83% | 4.2 |
|
| 1975 |
DAM
1975
DLD Asset Management
New York
| $1.51B | +$414M | +38% | 2.44% | 10.3% | 542 | 51.11% | 1.2 |
|